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JSE takes a dive

David Shapiro of Otto1890 unpacks the MTBPS fuel relief measures, cost-of-living protests in the eurozone, US markets and AI spending. He also discusses rising oil prices and inflation risks amid Gulf tensions. Finally, he looks at JSE movers, including Canal+, Prosus, Remgro, Spar and Sasol.

We haven't written up this one. Moneyweb has the full story — the link below goes straight to it.

Read the original at moneyweb.co.za →

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When froth gives way to value

Rory Kutisker-Jacobson, portfolio manager at Allan Gray, compares year-on-year share performance and examines how geopolitical events have affected commodity stocks.

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